Sumitomo Mitsui Trust Group Portfolio holdings
Sumitomo Mitsui Trust Group, Inc., originally founded in 1924 as Sumitomo Trust Co., Ltd., and headquartered in Tokyo, Japan, is a major Japanese financial holding company that evolved through the 2011 merger of Chuo Mitsui Trust Holdings and Sumitomo Trust and Banking Co., Ltd., forming its core entity, Sumitomo Mitsui Trust Bank. Renamed from Sumitomo Mitsui Trust Holdings in October 2024, it is Japan’s largest trust bank and fifth-largest bank by assets, managing hundreds of billions through services like trust banking, asset management, real estate, and financial brokerage for retail and institutional clients. Distinct from the Sumitomo Mitsui Financial Group despite shared historical roots in the Sumitomo and Mitsui conglomerates, the group emphasizes sustainability and long-term client solutions, operating globally with subsidiaries in cities like New York, London, and Hong Kong. Under leaders like Chairman Kazuo Ohmori, it blends a century-long legacy with modern financial innovation, focusing on pension funds, real estate trusts, and ESG-driven investments.
Top Buys
| 1 |
RTX Corp
RTX
|
$451M |
| 2 |
iShares Gold Trust
IAU
|
$223M |
| 3 |
Cisco
CSCO
|
$177M |
| 4 |
Edwards Lifesciences
EW
|
$165M |
| 5 |
AbbVie
ABBV
|
$158M |
Top Sells
| 1 |
Shopify
SHOP
|
$233M |
| 2 |
Illumina
ILMN
|
$195M |
| 3 |
RTN
Raytheon Company
RTN
|
$163M |
| 4 |
Tesla
TSLA
|
$159M |
| 5 |
Apple
AAPL
|
$159M |
Sector Composition
| 1 | Technology | 24.22% |
| 2 | Healthcare | 13.67% |
| 3 | Financials | 12.08% |
| 4 | Consumer Discretionary | 11.53% |
| 5 | Communication Services | 9.71% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Broadcom
AVGO
$1.4T
| $533M | 0.38% | 1,689,898 +38,249 | +2% | +$12.1M |
|
52
IBM
IBM
$227B
| $532M | 0.38% | 4,404,522 +317,435 | +8% | +$38.3M |
|
53
Danaher
DHR
$147B
| $523M | 0.37% | 2,960,353 +75,308 | +3% | +$13.3M |
|
54
Intuit
INTU
$186B
| $518M | 0.37% | 1,752,372 +412,257 | +31% | +$122M |
|
55
Oracle
ORCL
$635B
| $510M | 0.36% | 9,269,986 -373,085 | -4% | -$20.5M |
|
56
NextEra Energy, Inc.
NEE
$148B
| $503M | 0.36% | 2,095,729 -281,094 | -12% | -$67.5M |
|
57
Texas Instruments
TXN
$184B
| $495M | 0.35% | 3,896,959 -111,212 | -3% | -$14.1M |
|
58
Union Pacific
UNP
$133B
| $474M | 0.33% | 2,802,054 -109,107 | -4% | -$18.4M |
|
59
Intuitive Surgical
ISRG
$170B
| $473M | 0.33% | 830,744 -109,886 | -12% | -$62.6M |
|
60
American Tower
AMT
$95.5B
| $466M | 0.33% | 1,804,360 -52,268 | -3% | -$13.5M |
|
|
61
RTX Corp
RTX
$212B
| $451M | 0.32% | +7,326,927 | New | +$451M |
|
62
Boeing
BA
$177B
| $447M | 0.32% | 2,436,440 -27,989 | -1% | -$5.13M |
|
63
Gilead Sciences
GILD
$140B
| $442M | 0.31% | 5,738,819 +473,677 | +9% | +$36.4M |
|
64
3M
MMM
$82.8B
| $441M | 0.31% | 2,829,568 +136,909 | +5% | +$21.4M |
|
65
Citigroup
C
$178B
| $440M | 0.31% | 8,611,750 -1,023,615 | -11% | -$52.3M |
|
|
SPLK
66
DELISTED
Splunk Inc
SPLK
| $436M | 0.31% | 2,193,862 -33,513 | -2% | -$6.66M |
|
67
Philip Morris
PM
$260B
| $427M | 0.3% | 6,100,927 -47,568 | -0.8% | -$3.33M |
|
|
68
Illumina
ILMN
$15.8B
| $426M | 0.3% | 1,151,217 -525,490 | -31% | -$195M |
|
69
Lowe's Companies
LOW
$145B
| $425M | 0.3% | 3,146,274 -14,793 | -0.5% | -$2M |
|
70
Mercado Libre
MELI
$125B
| $408M | 0.29% | 413,825 -12,735 | -3% | -$12.6M |
|
71
CVS Health
CVS
$92.8B
| $405M | 0.29% | 6,226,326 +235,780 | +4% | +$15.3M |
|
72
Autodesk
ADSK
$67.3B
| $403M | 0.28% | 1,686,158 -151,263 | -8% | -$36.2M |
|
73
Lockheed Martin
LMT
$106B
| $403M | 0.28% | 1,104,536 -7,853 | -0.7% | -$2.87M |
|
74
Wells Fargo
WFC
$263B
| $396M | 0.28% | 15,465,549 -761,994 | -5% | -$19.5M |
|
75
Vertex Pharmaceuticals
VRTX
$100B
| $387M | 0.27% | 1,334,460 +36,251 | +3% | +$10.5M |
|